AM Investment Strategies
AM Investment Strategies reported 114 stocks worth $521K in its 13F filing for Q2 2026, filed Jul 16, 2026. Its largest holdings are AAPL (16.4%), BRK.B (11.4%) and AMZN (9.3%). Compared with Q1 2026, the fund opened new positions in COIN, ESLT and MKL, added to AAPL, BRK.B and TSLA, trimmed AMZN, GOOG and ASML and sold out of HUT, STWD and STT.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  AAPL Apple Inc | $85K | 16.4% | 295K | +4,029 (+1%) | 8 of 8 | |
| 2 |  BRK.B Berkshire Hathaway Inc Del | $59K | 11.4% | 118K | +500 (+0%) | 8 of 8 | |
| 3 |  AMZN Amazon Com Inc | $48K | 9.3% | 202K | −858 (−0%) | 8 of 8 | |
| 4 |  GOOG Alphabet Inc | $33K | 6.3% | 93K | −393 (−0%) | 8 of 8 | |
| 5 |  TSLA Tesla Inc | $22K | 4.3% | 53K | +810 (+2%) | 8 of 8 | |
| 6 |  GE GE Aerospace | $22K | 4.2% | 59K | No change | 8 of 8 | |
| 7 |  ASML Asml Holding N V | $19K | 3.6% | 9,510 | −82 (−1%) | 6 of 8 | |
| 8 |  USB US Bancorp Del | $13K | 2.5% | 218K | No change | 8 of 8 | |
| 9 |  META Meta Platforms Inc | $13K | 2.5% | 23K | +35 (+0%) | 8 of 8 | |
| 10 |  NVDA Nvidia Corporation | $13K | 2.5% | 64K | +155 (+0%) | 8 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 HUT Hut 8 Corp | $2K | 39K |
 STWD Starwood Ppty TR Inc | $1K | 74K |
 STT State Str Corp | $814 | 6,432 |
 MRVL Marvell Technology Inc | $591 | 5,970 |
 CHWY Chewy Inc | $335 | 12K |
🔒 Free account: see all 9.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Jul 16, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →AM Investment Strategies 13F FAQ
What does AM Investment Strategies own?
AM Investment Strategies reported 114 stocks worth $521K in its 13F filing for Q2 2026, filed Jul 16, 2026. Its largest holdings are AAPL (16.4%), BRK.B (11.4%) and AMZN (9.3%). The table above lists every position in the filing (the top 10 without an account).
What did AM Investment Strategies buy and sell in Q2 2026?
Compared with Q1 2026: 12 new positions, 34 added to, 27 trimmed and 9 sold out. New positions include COIN, ESLT and MKL. It sold all of HUT, STWD and STT.
When will AM Investment Strategies file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is AM Investment Strategies's portfolio worth?
The Q2 2026 filing reports $521K in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.